SA
MXF

SFI Advisors’s Mexico Fund MXF Stock Holding History

SFI Advisors’s Portfolio MXF Stock Details MXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Sell
76,656
-57,642
-43% -$1.23M 1.68% 28
2025
Q4 		$2.7M Sell
134,298
-250
-0.2% -$4.85K 1.73% 25
2025
Q3 		$2.65M Sell
134,548
-3,380
-2% -$61.3K 1.69% 26
2025
Q2 		$2.42M Buy
137,928
+6,121
+5% +$97.7K 1.68% 27
2025
Q1 		$1.88M Buy
131,807
+102,015
+342% +$1.43M 1.39% 26
2024
Q4 		$393K Buy
+29,792
New +$419K 0.28% 53

Other funds holding MXF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return

SFI Advisors's MXF Position: Q1 2026 in Review

SFI Advisors reduced its Mexico Fund (MXF) stake by 43% in Q1 2026, selling an estimated $1.23M and leaving 76,656 shares worth $1.6M. The position accounts for 1.68% of the portfolio, ranked #28.

SFI Advisors first reported a position in MXF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.7M in Q4 2025. 44 funds tracked by Wall St. Rank hold MXF as of Q1 2026.

  • SFI Advisors held 76,656 shares of Mexico Fund worth $1.6M as of Q1 2026.
  • SFI Advisors sold 57,642 Mexico Fund shares in Q1 2026, an estimated $1.23M.
  • Mexico Fund made up 1.68% of SFI Advisors's portfolio in Q1 2026, its #28 holding.
  • SFI Advisors first reported a position in Mexico Fund in Q4 2024 and has held it in 6 quarters since.
  • SFI Advisors's Mexico Fund position peaked at $2.7M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Mexico Fund as of Q1 2026.

Based on SFI Advisors's 13F filing for Q1 2026, filed 5 May 2026.